Private Client Advisor - Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Nutley (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice through Chase Wealth Management. You will guide individuals and families, offering advised solutions and leveraging Chase partner referrals to deepen client relationships.

You will develop a holistic view of client needs, deliver personalized investment solutions, and stay abreast of market developments while promoting digital channels for client empowerment.

Qualifications

• Minimum 2 years in Financial Advisor or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 required.
• Active Series 66 (63/65) required or within 60 days of start.
• Active Life, Health and Long Term Care insurance license required or within 60 days.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions with focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity in doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Financial Advisor exp

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP certification preferred

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in New Jersey seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice through Chase Wealth Management. You will guide individuals and families, offering advised solutions and leveraging Chase partner referrals to deepen client relationships.

You will develop a holistic view of client needs, deliver personalized investment solutions, and stay abreast of market developments while promoting digital channels for client empowerment.